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AT WILLIAM BLAIR

The China Story: Slowdown, Not Inflation

The China Story: Slowdown, Not Inflation

Everyone seems to be talking about an inflation pickup, but the greater influence, in our opinion, on investor sentiment with respect to China right now is a growth slowdown. China’s purchasing managers’ index (PMI)—which shows the prevailing direction of economic...

Taming the Inflation Monster

Taming the Inflation Monster

Everyone’s talking about inflation, and while we think it is now occurring in a more systemic way, the fear is likely greater than the reality. We, like many others, have spoken a great deal about inflation during the past year or two. Certainly, there have been some...

A Clearer Path for Fundamental Navigation

A Clearer Path for Fundamental Navigation

Entering 2021, our equity exposure was the highest it had been for several years and we had increased risk in our currency strategy to reflect less caution—both of these reflecting our view that the gravitation of prices toward fundamental value had a somewhat clearer...

Navigating Seismic Shifts

Navigating Seismic Shifts

The COVID-19 pandemic accelerated changes that were already taking place in capital markets. We are seeing huge swings away from long-term fundamental value, and as macro investors we seek to take advantage of these seismic shifts for the benefit of our clients. Watch...

Reactions to the Reflation Trade

Reactions to the Reflation Trade

In February, following a global yield spike, it seemed like everyone started talking about inflation, and, in recent months, global markets have been influenced by the so-called “reflation trade,” which has appeared to have affected the performance of certain equities...

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